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Yorktown Management & Research Company’s PACS Group PACS Stock Holding History

Yorktown Management & Research Company’s Portfolio PACS Stock Details PACS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$665K Buy
+15,600
New +$561K 0.41% 77
2024
Q4 		– Sell
-11,400
Closed -$456K – 225
2024
Q3 		$456K Buy
11,400
+1,100
+11% +$40K 0.47% 94
2024
Q2 		$304K Buy
+10,300
New +$280K 0.33% 151

Other funds holding PACS

CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
PWS
Peterson Wealth Services South Ogden, Utah $459M AUM 42.99% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Yorktown Management & Research Company's PACS Position: Q2 2026 in Review

Yorktown Management & Research Company opened a new position in PACS Group (PACS) in Q2 2026: 15,600 shares worth $665K. The stake represents 0.41% of the portfolio and ranks #77 among its holdings. This is a return to the name: Yorktown Management & Research Company previously reported a position in PACS as recently as Q3 2024.

Yorktown Management & Research Company first reported a position in PACS in Q2 2024 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

  • Yorktown Management & Research Company held 15,600 shares of PACS Group worth $665K as of Q2 2026.
  • PACS Group was a new Yorktown Management & Research Company position in Q2 2026.
  • PACS Group made up 0.41% of Yorktown Management & Research Company's portfolio in Q2 2026, its #77 holding.
  • Yorktown Management & Research Company first reported a position in PACS Group in Q2 2024 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.